Add an Opt-in Field to a Form

If you want to make use of forms and subscription management for leads and contacts, but you do not want to use two separate records to do so, you can combine their functions through one of two methods. You can either combine the form and subscription page by linking the subscription page to the form confirmation redirect to make them look like one form (explained here), or you can add opt-in fields directly to the form. For example you could add a “Yes, I want to receive your monthly newsletters!” check box to your “Contact Us” form through the following method.

The following works for both leads and contacts, but only contacts will be mentioned for the sake of brevity and clarity.


Step 1: Customize contact records

First, customize your contact record by adding fields that correspond to each subscription list. To do this, open a contact record, then click the button and chose Form.

Contact Form Button
Then choose New Field from the bottom right.
New Field

Fill in the information for the required fields and select Two Options as the field type. Save and Close.

Newsletter Field
Then select the custom field from the right hand column and drag it onto the contact record.Add Field to Form

Repeat this process for each subscription list you have made, then save and publish your changes.

Save                              Publish

Field on Form

Step 2: Setup the Form

Navigate to Settings > ClickDimensions Settings. 

2016-navigation-cd-settings

Then click Metadata to synchronize ClickDimensions with your customizations.

Metadata

Next, go to Settings > Form Fields.

navigate-to-form-fields

 

Here create a check box-type form field for each subscription list in order to replicate the subscription page. Map the check box form fields to the custom fields that you added to your account record, then add the fields to your form.

Newsletter Form Field

Note: When you edit the mapping for a checkbox, radio, or list type form field, that mapping will be updated globally on every occurrence of that form field on every form, as well as in the form field record.

Step 3: Use Dynamic Marketing Lists

Create dynamic marketing lists, then set the criteria to be that the custom field for the appropriate subscription check box form field is checked. For example, the newsletter marketing list for contacts would be composed of contacts whose newsletter opt in field was set to yes.

Marketing List

Now you can gain more readers with a simple check box!


Step 1: Customize contact records

First, customize your contact record by adding fields that correspond to each subscription list. To do this, open a contact record, then click the Customize Entity button under the Customize tab.

customize form button

Select Fields under Contact, then click the New button.

customize entity window

Fill in the information for the required fields and select Two Options as the field type. Save and Close.

new field window

Next click the Form Design button in the customize Contact tab.

customize contact button

Then select the custom field from the right hand column and drag it onto the contact record.

customize contact record

Repeat this process for each subscription list you have made, then save and publish your changes.

customize contact publish contact record change

Newsletter Opt In custom field

Step 2: Setup the Form

Navigate to Settings > ClickDimensions Settings, then click Metadata to synchronize ClickDimensions with your customizations.

clickdimensions settings metadata

Next, go to Settings > Form Fields and create a check box-type form field for each subscription list in order to replicate the subscription page. Map the check box form fields to the custom fields that you added to your account record, then add the fields to your form.

newsletter opt in form field

Note: When you edit the mapping for a checkbox, radio, or list type form field, that mapping will be updated globally on every occurrence of that form field on every form, as well as in the form field record.

Step 3: Use Dynamic Marketing Lists

Create dynamic marketing lists, then set the criteria to be that the custom field for the appropriate subscription check box form field is checked. For example, the newsletter marketing list for contacts would be composed of contacts whose newsletter opt in field was set to yes.

customize contact newsletter optin

Now you can gain more readers with a simple check box!


Feature Added: Original
Feature Updated: Original
ClickDimensions Version Needed: Any